Thank you for all that attended. Please let us know if you have any questions. Invite a friend and join us for our first Lunch Workshop of the year. Lunch will be at noon on Wednesday, January 31st at Neufeldt's Restaurant in Aumsville. Our presenter, Adam Bertapelle, Client Advisor with J.P. Morgan Asset Management, will give us a 2018 market and economic outlook. After the record setting year we saw for the markets in 2017, this is a good chance to get an outside perspective on what JPMorgan believes are the big themes to consider going forward. Please let us know if you plan on attending or call to RSVP as space is limited. We hope to see you there.
*Adam Bertapelle and JPMorgan are in no way affiliated with Raymond James.
Join us for a lunch workshop in Lebanon on Tuesday, February 27th at noon. Lunch will be at the Boulder Falls Inn and the address is 505 Mullins Drive Lebanon, OR 97355. Aaron Russo, Vice President for Goldman Sachs Asset Management, will give us his firm’s view on global markets as well as interest rates, policies coming out of Washington (and how they might impact the markets) as well as areas of opportunities going forward. Please rsvp to our office as space is limited.
*Aaron Russo and Goldman Sachs Asset Management are in no way affiliated with Raymond James.
It is time again for our annual Easter Egg Hunt for your younger loved ones. Each participant will get plenty of eggs and there will be a special drawing for those that find a golden egg. The hunt will take place on the St. Mary campus of Regis St. Mary Catholic School and start at 10 am. We will meet in the covered play area behind the school. Please rsvp to our office with your Easter egg hunters’ names and ages so we can make sure there are enough eggs and prizes for everyone. Happy Easter!
The New York Stock Exchange holidays for 2018:
Our office will be closed in observance of these holidays.
Raymond James is not affiliated with the above organizations and/or charitable causes.